Financial Advisor

Location: Remote / Flexible



Employment Type: 1099 Independent Contractor About the Opportunity

We are seeking an experienced Financial Advisor with an established book of business and a strong track record of serving clients and generating revenue.

This opportunity is designed for advisors who are interested in transitioning their existing client relationships to an RIA platform and receiving a significantly higher payout structure based on the revenue they produce.

You'll have greater autonomy over your practice while having access to operational, technology, and compliance support. Custody is available through Schwab Advisor Services.

• Continue managing and growing an established client base.

• Transition and service existing client relationships through an RIA platform.

• Develop retirement, investment, and comprehensive financial planning strategies for clients.

• Maintain strong client relationships while expanding your advisory practice.

• Generate new business and grow assets and revenue over time.

• Use available technology, operations, compliance, and administrative resources to support your practice.

• Maintain flexibility in how you structure your workflows and serve your clients.

• Collaborate with other advisors and leverage available mentorship and resources when beneficial.

• 5+ years of experience as a Financial Advisor.

• An established and transferable book of business .

• A proven history of client retention, business development, and revenue generation.

• Experience producing six-figure annual advisory revenue .

• Strong understanding of investments, financial planning, retirement planning, and advisory services.

• A track record of building long-term client relationships.

• Interest in transitioning an existing client base to an RIA platform.

• Entrepreneurial, self-directed approach to managing and growing a practice.

• CFP certification preferred , although relevant experience and demonstrated results will be considered.

• Higher Payout Potential: Eligible advisors may receive a revenue payout of up to 80% , subject to the platform's terms.

• Existing Book of Business: Designed for advisors who have an established client base and want greater economics from the revenue they produce.

• Greater Autonomy: Maintain meaningful control over your client relationships and how you operate your practice.

• RIA Platform: Transition your existing practice to an RIA environment with infrastructure and support behind you.

• Schwab Custody: Custody is available through Schwab Advisor Services.

• Operational & Compliance Support: Access the resources needed to support your practice without building every system independently.

• Flexible Work Model: Choose workflows and technology that fit your practice and clients.

• Founder Mentorship: Access guidance from an experienced founder who has built an independent advisory business and platform.

1099 Independent Contractor

Compensation is based on the revenue produced. Eligible advisors may receive a payout of up to 80% of revenue , subject to the platform's terms and eligibility requirements.

This opportunity is best suited for an established Financial Advisor who has built a meaningful client base and is interested in transitioning that business to an RIA platform in exchange for a higher payout and greater independence.